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Spotlight: Rates
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Firms across the annuity industry are coming together to streamline how rate data is shared. Today, proprietary formats and custom integrations create costly inefficiencies and introduce data inconsistencies that impact compliance and speed to market. The solution is industry-wide standards for real-time rate transmission.
The new rate standards currently in development will support multiple use cases, enabling scalable, consistent connections across the industry. These standards will be focused on New Business Rates, Renewal Rates, Contract-Specific Renewal Rates, and Feature/Rider Rates.
The Benefits:
- Faster speed to market for rate updates
- Reduced operational friction and NIGOs
- Improved data accuracy and compliance
- Better advisor and client experience
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Driving Digital First for Annuities Across the Industry
Katherine Dease, Chief Technology and Innovation Officer, IRI, took center stage at NAFA’s Annuity Distribution Summit, leading a dynamic panel on the Digital First for Annuities (DFA) initiative and its growing impact on the industry’s future. Joining her were Arron Price, Chief Operating Officer, Financial Independence Group, Krish Krishnan, President and CEO, Magnifact, and Mitch Finch, Director of Administration, Gradient Financial, who shared real-world success stories showing how DFA is delivering results and generating excitement across the industry.
Dease kept the conversation going at the Cramer Roundtable, joining industry leaders Todd Nixon, Cramer & Associates, Chuck DiVencenzo, President and CEO, NAFA, and Stephen Truso, Senior Vice President, Benefit Bank Distributors. Together, they celebrated recent DFA milestones and previewed near-term innovations set to drive even greater impact,
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NAFA’s Annuity Distribution Summit
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Cramer Roundtable
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Upcoming IRI Events
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Save the Date – April 22-24, 2026
Get ready to connect with industry leaders, innovators, and peers for three energizing days of learning, collaboration, and fresh ideas at the premier event for the insured retirement industry. From expert-led sessions highlighting emerging trends and best practices to high-impact networking with key decision-makers, you’ll gain valuable insights and build lasting connections. Plus, explore the latest technologies and strategies driving the future of retirement security.
Registration opens in November. We can’t wait to see you in Tampa in 2026!
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Operations & Technology Important Dates
Digital First Steering Committee
October 29 & November 26 | 3 p.m. ET
Strategy Implementation Committee
November 14 | 10 a.m. ET
Operations & Technology Committee
December 10 | 4 p.m. ET
Governance Subcommittee
Mondays | 11:30 a.m. ET
Ceding Carrier Data Working Group
Tuesdays | 10 a.m. ET
Digital Submission Only Working Group
Tuesdays | 11 a.m. ET
Visualizing Annuities Working Group
Tuesdays | 2 p.m. ET
Holistic Financial Planning with Annuities Subcommittee
On hold
Process & Regulation Subcommittee
As needed
Inforce Transactions Working Group
On hold
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